True Vision MN’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

True Vision MN’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$669K	Sell	10,918 -2,313	-17%	-$124K	0.34%	58
2025 Q4	$592K	Buy	13,231 +117	+0.9%	+$5.21K	0.3%	69
2025 Q3	$586K	Sell	13,114 -104	-0.8%	-$4.55K	0.31%	68
2025 Q2	$561K	Sell	13,218 -460	-3%	-$19.2K	0.31%	64
2025 Q1	$639K	Buy	13,678 +112	+0.8%	+$5.05K	0.38%	52
2024 Q4	$581K	Buy	+13,566	New	+$617K	0.34%	57

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

True Vision MN's XLE Position: Q1 2026 in Review

True Vision MN reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 17% in Q1 2026, selling an estimated $124K and leaving 10,918 shares worth $669K. The position accounts for 0.34% of the portfolio, ranked #58.

True Vision MN first reported a position in XLE in Q4 2024 and has held it in 6 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

True Vision MN held 10,918 shares of State Street Energy Select Sector SPDR ETF worth $669K as of Q1 2026.
True Vision MN sold 2,313 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $124K.
State Street Energy Select Sector SPDR ETF made up 0.34% of True Vision MN's portfolio in Q1 2026, its #58 holding.
True Vision MN first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.